Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 30/06/2026

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
Aberdeen Sustainable Index MPS 4	GBP Allocation 60-80% Equity	56.75	13.10	0.10	Aviva Transact abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable Index MPS 5	GBP Allocation 80%+ Equity	64.32	15.23	0.10	Aviva Transact abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable MPS 1	GBP Allocation 20-40% Equity	24.00	5.55	0.15	Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable MPS 2	GBP Allocation 40-60% Equity	34.64	6.40	0.15	Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable MPS 3	GBP Allocation 60-80% Equity	49.89	6.84	0.15	Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable MPS 4	GBP Allocation 60-80% Equity	60.86	7.39	0.15	Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter
Aberdeen Sustainable MPS 5	GBP Allocation 80%+ Equity	69.12	7.78	0.15	Aviva Transact Fidelity Adviser Solutions abrdn Elevate abrdn Wrap Quilter
AES Platform Model 10	Global Large-Cap Growth Equity	69.49	10.96	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 2	GBP Allocation 0-20% Equity	14.23	6.69	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 3	GBP Allocation 20-40% Equity	21.39	6.85	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 4	GBP Allocation 40-60% Equity	31.85	8.33	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 5	GBP Allocation 40-60% Equity	40.40	9.34	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 6	GBP Allocation 60-80% Equity	55.11	9.38	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 7	GBP Allocation 60-80% Equity	63.24	8.88	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AES Platform Model 8	GBP Allocation 80%+ Equity	63.14	10.50	0.50	M&G Wealth Novia Global Aviva Transact Aegon Novia Financial Fidelity Adviser Solutions abrdn Elevate Nucleus True Potential Quilter
AJ Bell 'Pactive' MPS 1	GBP Allocation 20-40% Equity	22.17	7.71	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell 'Pactive' MPS 2	GBP Allocation 40-60% Equity	30.31	10.09	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell 'Pactive' MPS 3	GBP Allocation 60-80% Equity	38.65	11.85	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell 'Pactive' MPS 4	GBP Allocation 60-80% Equity	54.43	13.92	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre
AJ Bell 'Pactive' MPS 5	GBP Allocation 80%+ Equity	62.60	15.94	0.15	Aviva Transact Morningstar Wealth abrdn Wrap Quilter AJ Bell Investcentre

If you are looking for a Portfolio or even Management firm that is not currently listed, they maybe onboarding, please email us at mpdbonboarding@morningstar.com requesting the status of the Portfolio or Provider and we will confirm the status or request the necessary data from them.

Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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